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Employees

Employees

The staffing directory — add people, track status through the hire lifecycle, and watch follow-up nudges.

Reviewed AdminVertiqa 1.54+

The employees page is the directory of everyone who works here. Each row is a directory record, not a payroll record — it captures who someone is and where they sit, so the rest of HR (time off, balances) has a person to hang off.

What you can do here

  • Add an employee — name is required; job title, department, employment type, hire date, and probation date are optional.
  • Filter by status with the quick-filter chips, or by the follow-up filter to surface people whose probation is ending soon.
  • Search by name, email, or title; group by department, type, or status; and export the visible list to CSV.
  • Open an employee to see the full record and move them through the lifecycle.

The hire lifecycle

A new employee starts as Prospective. From the employee record you move them through:

  • Prospective — created, not yet started.
  • Active — use Hire to activate them.
  • On leave — temporarily away.
  • Terminated — no longer employed (the record stays for history).

Compensation is permission-gated

Compensation amount, currency, and pay cadence only appear — on both the create form and the record — for roles that hold the compensation permission. Without it, you can manage the directory but never see pay.

Tips

  • Set a probation end date when it applies. The "probation ending soon" follow-up filter depends on it, so it can nudge you before the date slips by.
  • Keep status honest. Time-off pickers and balances default to non-terminated employees, so stale statuses leak into those lists.
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